SASBA’s Patent Pending Referral Marketing Plan (ACMP)


'
Discussion Leader
John I. Harrison, CPA

Registering...
{{ successMessage }}
{{ errorMessage }}



SASBA’s Patent Pending Referral Marketing Plan (ACMP)

Customer Rating

Field of Study

Communications and Marketing

Level

Credits

1

Qualifies For

CPE

Overview

When CPAs are asked, “How do you get new clients?” more than two-thirds will answer – referrals. When these same professionals are asked, “What is your referral plan or strategy?” virtually all will give you a blank look.

Could this be the reason they wait around for referrals and are unsure of when the next referral will come or how to take a more proactive role in growing their businesses?

SASBA’s Plan puts into practice the basic “foundations” of referrals in order to turn their clients into an army of advocates for their business. It’s not complicated. It’s not a “wait and hope” program. SASBA believes it will take only one to three hours to implement the program. After that, by spending as little as one hour per week, they can build the practice the professional always dreamed of having. And best of all, they can start with their existing clients.

Major Topics

  • Why SASBA’s “no-cost to join” Plan was developed by CPAs for CPAs to provide a no lose program of referrals
  • The Five Foundations of Referrals which all CPAs are aware of, but are difficult to implement without the use of technology
  • SASBA’s technology driven Plan that implements all Five Foundations of Referrals which will insure a substantial increase in referrals
  • SASBA’s unique value proposition utilized by CPAs to separate themselves from the others “down the road”
  • Plan specifically designed for professionals to counteract the looming effects of the Tax Cuts and Jobs Act on the individual filings business for CPAs throughout the United States
  • SASBA’s and the CPA’s roles in the implementation and execution of this Plan to help all taxpayers reduce their taxes

Learning Objectives

  • Understand the negative effect that the Tax Cuts and Jobs Act will have on our profession
  • Understand the Five Foundations of Referrals and how technology will assure that the foundations will be easily implemented within their practice
  • Understand the professional’s role in the program

Designed For

CPAs who need a no-cost Plan that provides new clients on a predictable and consistent basis

Prerequisite

Experience with individual and business clients

Advanced Preparation

None


'
Discussion Leader
John I. Harrison, CPA

Registering...
{{ successMessage }}
{{ errorMessage }}